Axxcess Wealth Management’s State Street SPDR S&P Biotech ETF XBI Stock Holding History

Axxcess Wealth Management’s Portfolio XBI Stock Details XBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$559K	Buy	+3,535	New	+$478K	0.01%	686
2026 Q1	–	Sell	-3,535	Closed	-$431K	–	1012
2025 Q4	$431K	Buy	+3,535	New	+$405K	0.01%	738
2024 Q3	–	Sell	-2,435	Closed	-$226K	–	953
2024 Q2	$226K	Hold	2,435	–	–	0.01%	751
2024 Q1	$231K	Hold	2,435	–	–	0.01%	759
2023 Q4	$217K	Buy	+2,435	New	+$181K	0.01%	754
2022 Q4	–	Sell	-7,585	Closed	-$602K	–	694
2022 Q3	$602K	Sell	7,585 -750	-9%	-$63.2K	0.06%	281
2022 Q2	$619K	Sell	8,335 -3,100	-27%	-$233K	0.06%	262
2022 Q1	$777K	Buy	+11,435	New	+$1.06M	0.06%	268

Other funds holding XBI

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

MSR

Main Street Research Lakeville, Connecticut $2.12B AUM 67.44% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

WJWM

Williams Jones Wealth Management New York $8.86B AUM 22.16% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

Axxcess Wealth Management's XBI Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in State Street SPDR S&P Biotech ETF (XBI) in Q2 2026: 3,535 shares worth $559K. The stake represents 0.01% of the portfolio and ranks #686 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in XBI as recently as Q4 2025.

Axxcess Wealth Management first reported a position in XBI in Q1 2022 and has held it in 8 quarters since. The position peaked at $777K in Q1 2022. 519 funds tracked by Wall St. Rank hold XBI as of Q2 2026.

Axxcess Wealth Management held 3,535 shares of State Street SPDR S&P Biotech ETF worth $559K as of Q2 2026.
State Street SPDR S&P Biotech ETF was a new Axxcess Wealth Management position in Q2 2026.
State Street SPDR S&P Biotech ETF made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #686 holding.
Axxcess Wealth Management first reported a position in State Street SPDR S&P Biotech ETF in Q1 2022 and has held it in 8 quarters since.
Axxcess Wealth Management's State Street SPDR S&P Biotech ETF position peaked at $777K in Q1 2022.
519 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.